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National Healthcare
NHC

78 hedge funds and large institutions have $220M invested in National Healthcare in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 75 → 78 (+3)

1.08% more ownership

Funds ownership: 32.11% → 33.19% (+1.1%)

3% more capital invested

Capital invested by funds: $214M → $220M (+$6.04M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.68M
2
BFA
BlackRock Fund Advisors
California
+$1.47M
3
LSV Asset Management
LSV Asset Management
Illinois
+$1.05M
4
Northern Trust
Northern Trust
Illinois
+$924K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$855K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$739K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$619K
3
Bank of America
Bank of America
North Carolina
-$386K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$299K
5
GAM
Gotham Asset Management
New York
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$39.1M +$855K +17,900 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$30.3M +$1.68M +35,115 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.4M +$579K +12,122 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M +$128K +2,687 +0.8%
BFA
5
BlackRock Fund Advisors
California
$13.3M +$1.47M +30,841 +12%
BIT
6
BlackRock Institutional Trust
California
$12.9M -$218K -4,557 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$11M +$206K +4,300 +2%
State Street
8
State Street
Massachusetts
$9.56M -$739K -15,460 -7%
Northern Trust
9
Northern Trust
Illinois
$8.31M +$924K +19,332 +12%
BBHC
10
Brown Brothers Harriman & Co
New York
$5.93M – – –
American Century Companies
11
American Century Companies
Missouri
$5.65M -$257K -5,374 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.96M +$543K +11,353 +12%
Norges Bank
13
Norges Bank
Norway
$4.49M – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.21M +$322K +6,742 +11%
TCIM
15
TIAA CREF Investment Management
New York
$2.56M +$105K +2,194 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$1.93M +$406K +8,500 +26%
BIM
17
BlackRock Investment Management
Delaware
$1.76M +$17.6K +368 +1%
Charles Schwab
18
Charles Schwab
California
$1.75M +$51K +1,068 +3%
LSV Asset Management
19
LSV Asset Management
Illinois
$1.63M +$1.05M +21,901 +175%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.61M – – –
Goldman Sachs
21
Goldman Sachs
New York
$1.39M +$603K +12,626 +75%
Bessemer Group
22
Bessemer Group
New Jersey
$1.27M -$134K -2,800 -9%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$1M -$247K -5,164 -20%
SO
24
STRS Ohio
Ohio
$926K +$38.2K +800 +4%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$915K +$29.1K +608 +3%
1
2 3 4

NHC Hedge Fund Activity: Q3 2013 in Review

78 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Healthcare (NHC) for Q3 2013, worth a combined $220M — up 2.8% from $214M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NHC positions and 5 closed out — a net gain of 3 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.68M. The largest seller was State Street, cutting an estimated $739K.

  • 78 institutional investors held National Healthcare (NHC) as of Q3 2013, up from 75 in Q2 2013.
  • Funds reported $220M of National Healthcare stock for Q3 2013, up 2.8% quarter-over-quarter.
  • 8 funds opened new National Healthcare positions in Q3 2013 and 5 closed out, a net change of +3 holders.
  • The largest National Healthcare buyer in Q3 2013 was JP Morgan Chase, an estimated $1.68M added.
  • The largest National Healthcare seller in Q3 2013 was State Street, an estimated $739K sold.

Based on aggregated 13F filings for Q3 2013.